# Team & Agents

Invite teammates and choose the access they need to support customers.

## Team access

Manage team membership from the workspace. Use an individual login for each teammate so conversation ownership and support activity remain attributable.

## Invite a teammate

1. Open the workspace member invitation form.
2. Enter the teammate’s Email Address.
3. Choose Admin, Manager, or Agent from Role.
4. Add an optional Personal Message.
5. Review the recipient and role, then select Send Invitation.
6. After the invitation is accepted, confirm the teammate can access the work they need.

## Choose a role

| Role | Workspace experience |
| --- | --- |
| Owner | The workspace owner has administrative access. |
| Admin | Access to workspace and agent settings and administration. |
| Manager | Manage agent content, actions, deployment, and support work. Administrative settings are restricted to owners and admins. |
| Agent | Handle conversations and tickets, with access to Backstage and their profile. |

The invitation form offers Admin, Manager, and Agent. Choose the role that matches the teammate’s work; a support agent does not need administrative access to respond to customers.

## Prepare the support team

1. Set up the teammate’s availability and schedule.
2. Review routing and assignment with the team.
3. Confirm the teammate can open an assigned conversation and ticket.
4. Review membership when responsibilities change or someone leaves.

- [Scheduling](/docs/user-guides/help-desk/scheduling)
- [Takeover](/docs/user-guides/help-desk/takeover)